Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the future might look like.
Then we explore Netflix’s new Monthly Active Viewers metric, which is defined as those who watched at least one minute of ads on Netflix per month, multiplied by Netflix’s estimated average number of people in a household. Netflix said it now has 190 million MAVs globally. We explore whether this a valuable metric or not. Last, we dig into new data from Gracenote which shows FAST growth and viewers’ frustrations.
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